Selling

Customer, Quotation and Sales Order — the order-to-cash chain up to the point a Delivery Note or Sales Invoice is raised.

The order-to-cash pipeline upstream of invoicing: Quotation, Sales Order, Customer, Sales Partner, and the selling-side pricing structures.

What it does

Selling turns demand into a commitment. A Quotation is an offer; converting it produces a Sales Order, which is the hub the rest of the chain pulls from — Delivery Note and Sales Invoice in Stock and Accounts, Production Plan and Work Order in Manufacturing, Material Request in procurement. Every downstream line keeps a back-reference to its Sales Order row, which is how billed and delivered percentages are tracked.

Key features

Customer — credit limits, default price list and payment terms, plus a customer-wise item and tax setup.
Quotation → Sales Order — with per-line delivered_qty / billed_qty roll-ups and over-delivery tolerances.
Product Bundle — sell a kit as one line while issuing its components from stock.
Pricing and promotions — Price List, Pricing Rule, Coupon Code and Sales Partner commission.
Blanket Order — a long-term quantity/rate agreement that Sales Orders draw down against.
Sales team — Sales Person targets, Sales Team allocation on the transaction, and Territory-based reporting.

Entity relationships

Each diagram below is one connected cluster of entities. Edges are labelled with the fieldname that carries them — see relationship notation for how to read the crow’s feet.

Customer

Customer anchors the selling model, connecting quotations and orders with credit limits, sales teams, permitted items, and customer-specific identifiers.

Document composition

Parent documents and the child tables they own.

Parent	Table field	Child table	Req
Customer	`accounts`	Party Account
Customer	`companies`	Allowed To Transact With
Customer	`credit_limits`	Customer Credit Limit
Customer	`portal_users`	Portal User
Customer	`sales_team`	Sales Team
Customer	`supplier_numbers`	Supplier Number At Customer
Installation Note	`items`	Installation Note Item	yes
Product Bundle	`items`	Product Bundle Item	yes
Quotation	`competitors`	Competitor Detail
Quotation	`item_wise_tax_details`	Item Wise Tax Detail
Quotation	`items`	Quotation Item	yes
Quotation	`lost_reasons`	Quotation Lost Reason Detail
Quotation	`packed_items`	Packed Item
Quotation	`payment_schedule`	Payment Schedule
Quotation	`pricing_rules`	Pricing Rule Detail
Quotation	`taxes`	Sales Taxes and Charges
Sales Order	`item_wise_tax_details`	Item Wise Tax Detail
Sales Order	`items`	Sales Order Item	yes
Sales Order	`packed_items`	Packed Item
Sales Order	`payment_schedule`	Payment Schedule
Sales Order	`pricing_rules`	Pricing Rule Detail
Sales Order	`sales_team`	Sales Team
Sales Order	`taxes`	Sales Taxes and Charges

Entity reference

Transactions

3 entities — submittable business documents that post ledger entries.

Masters

6 entities — reference data with an independent lifecycle.

Child tables

7 entities — row sets owned by exactly one parent document.

CRM

Lead, Opportunity, Campaign and Contract — the pre-sales funnel that feeds Quotation and Customer.

Accounts

The financial core — Chart of Accounts, GL Entry, invoices, payments, taxes, budgets and the receivable/payable ledgers.

Stock

Item, Warehouse, and every movement of quantity and value — Stock Ledger Entry, Bin, batches, serials and reconciliation.

Manufacturing

BOM, Production Plan, Work Order and Job Card — planning and executing production against stock.

Look it up

Complete relationship index

Every Link and Table field in scope, sorted by source entity.

Alphabetical entity index

All 448 entities with kind, module, naming rule and reference counts.